Barry Macdonald
Barry Macdonald is a registered investment advisor at Osaic Wealth, INC., based in Hendersonville, NC, with 25 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
603 5th Avenue W, Hendersonville, NC, 28739
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2015Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Barry is the president of Clear Picture Retirement Plans and acts as an agent for various insurance companies, selling fixed annuities. He also manages bookings as a sole proprietor and manages an AirBnB rental property, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.